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Walmart
WMT

Overview Fund Activity

3,182 hedge funds and large institutions have $166B invested in Walmart in 2024 Q1 according to their latest regulatory filings, with 265 funds opening new positions, 1,424 increasing their positions, 1,231 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,182
Holders Change
+124
Holders Change %
+4.05%
% of All Funds
46.12%
Holding in Top 10
105
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.38%
% of All Funds
1.52%
New
265
Increased
1,424
Reduced
1,231
Closed
101
Calls
$3.38B
Puts
$2.83B
Net Calls
+$555M
Net Calls Change
+$203M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$1.41B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$877M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$461M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$350M
5
Bank of America
Bank of America
North Carolina
+$253M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.38B
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
-$444M
3
Marshall Wace
Marshall Wace
United Kingdom
-$420M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$406M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$1.22B -$88.4M -1,469,783 -7%
UBS Group
27
UBS Group
Switzerland
$1.05B +$208M +3,451,559 +25%
UBS AM
28
UBS AM
Illinois
$1.01B -$188M -3,130,448 -16%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1B -$48M -797,945 -5%
Barclays
30
Barclays
United Kingdom
$976M +$154M +2,565,543 +19%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$924M +$616K +10,233 +0.1%
RJA
32
Raymond James & Associates
Florida
$845M +$33.9M +563,928 +4%
Swiss National Bank
33
Swiss National Bank
Switzerland
$800M -$35.1M -584,100 -4%
Stifel Financial
34
Stifel Financial
Missouri
$770M +$5.83M +96,882 +0.8%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$756M -$42.2M -701,887 -5%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$676M +$96.8M +1,608,115 +17%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$672M -$73.3M -1,217,854 -10%
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$669M +$146M +2,432,110 +28%
Amundi
39
Amundi
France
$628M -$142M -2,390,154 -18%
BI
40
BlueSpruce Investments
Illinois
$622M -$29.1M -483,950 -4%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$601M +$350M +5,822,875 +140%
Boston Partners
42
Boston Partners
Massachusetts
$567M +$4.77M +79,231 +0.8%
Deutsche Bank
43
Deutsche Bank
Germany
$567M +$129M +2,150,274 +30%
Gates Foundation Trust
44
Gates Foundation Trust
Washington
$547M – – –
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$502M +$4M +66,410 +0.8%
CWP
46
Capital Wealth Planning
Florida
$486M -$10.6M -176,162 -2%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$461M +$461M +7,653,900 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$460M -$1.03M -17,123 -0.2%
Bessemer Group
49
Bessemer Group
New Jersey
$456M -$6.72M -111,759 -1%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$449M +$231M +3,834,099 +106%
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